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Which GPU Clouds Are Actually Good? | ClusterMAX 3.0

Which GPU Clouds Are Actually Good? | ClusterMAX 3.0

A discussion of SemiAnalysis's ClusterMAX 3.0 ranking of managed GPU cloud providers, covering the evaluation criteria, the security problems found across neoclouds, the scarcity of compute as inference providers turn profitable, the strategic position of frontier labs that now resell compute, Nvidia's acquisitions of Poolside and Hugging Face, the separation between buyer-focused rankings and investment research, and the spread of heterogeneous silicon from Huawei and others.

We Let Claude Code and Codex Race Human Researchers — Elie Bakouch, Prime Intellect

We Let Claude Code and Codex Race Human Researchers — Elie Bakouch, Prime Intellect

Elie Bakouch, a research engineer at Prime Intellect, reports on setting Claude Code and Codex loose on the community Optimizer Speedrun, a race to train a GPT-2-level model in the fewest steps. Both agents beat the human record, but they behaved very differently, and none of them invented a new optimizer. The talk closes with a proposed AlphaEvolve-style discovery loop and an argument for doing this research openly.